Invesco India Small Cap Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹1,000

Invesco India Small Cap Growth Direct Plan

NAV
₹41.6100
-0.95%
(30 Apr)
AUM
5,885 Cr
TER
0.41%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+12.2%
+10.6%
+5.8%
+1.2%
-1.1%
-5.4%
3Y
+27.5%
+24.4%
+26.0%
+18.0%
+21.8%
+22.6%
5Y
+37.0%
+34.6%
+31.0%
+33.4%
+34.6%
+48.3%
ALL
+33.9%
+24.5%
+22.5%
+16.5%
+20.9%
+17.8%
VOL
17.8%
18.5%
20.9%
-
15.8%
15.4%
TER
0.5%
0.4%
0.6%
-
1.0%
0.7%
AUM
₹9,516 Cr
₹5,885 Cr
₹2,219 Cr
-
₹11,970 Cr
₹24,893 Cr
INFO
1.91
1.32
1.07
-
1.32
1.15
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Invesco India Small Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Mar
Top holdings
Multi Commodity Exchange of India Ltd
3.8%
Aditya Birla Real Estate Ltd
3.4%
Triparty Repo
3.4%
BSE Ltd
2.8%
Krishna Institute of Medical Sciences Ltd
2.8%
Global Health Ltd
2.5%
PG Electroplast Ltd
2.4%
360 One Wam Ltd Ordinary Shares
2.4%
Mrs Bectors Food Specialities Ltd Ordinary Shares
2.3%
Vishal Mega Mart Ltd
2.1%
Top industry exposure
Industrials
23.2%
Financial Services
22.2%
Healthcare
18.3%
Consumer Cyclical
10.6%
Technology
8.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
30%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To generate capital appreciation by investing predominantly in stocks of Smallcap companies.
Fund manager(s)
Aditya Khemani
Taher Badshah

FAQs